SIA

Starfire Investment Advisers Portfolio holdings

AUM $209M
1-Year Est. Return 2.6%
This Quarter Est. Return
1 Year Est. Return
+2.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$501K
3
+$459K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$446K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$399K

Top Sells

1
+$264K
2
+$242K
3
+$210K
4
LNKD
LinkedIn Corporation
LNKD
+$203K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$116K

Sector Composition

1 Healthcare 3.99%
2 Industrials 2.16%
3 Technology 1.83%
4 Communication Services 1.57%
5 Energy 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-19,575
127
– –
-4,671
128
– –
-900
2 3 4 5
6